CRM

NRoche97
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Documenting mutual action plans on deals

Has anyone found a clever way to document mutual action plans on deals? Create a custom field for sales to populate with a link to a shared google sheet? Custom object? Landing pages? Would love to hear from the community on how they are accommodating for this best practice in Sales Hub. Thanks!

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tverdokhlib1
Top Contributor | Partner
Top Contributor | Partner

Documenting mutual action plans on deals

Hey @NRoche97 

Could you describe a little bit more, what you mean by a mutual action plan? If you can provide an example or use case, that would be helpful.

 

At first glance, you have a Deal and can set up the next activity/task from there. Deal has an owner, so the task would be assigned to a Deal owner. This process can be automated via Workflows or Sequences. 

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant